Instuitional Investor - Meriwether Wealth & Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Meriwether Wealth & Planning, Llc |
| Portfolio Value | $159,559,113 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | FNDF | 693,312 | $20,251,644 | 12.69% | |
| 2. | FNDF | 695,293 | $19,238,757 | 12.06% | |
| 3. | Fidelity Merrimack Str Tr - TOTAL BD ETF | 345,192 | $15,792,534 | 9.9% | |
| 4. | Invesco Exch Trd Slf Idx Fd | 319,044 | $6,269,215 | 3.93% | |
| 5. | Invesco Exch Trd Slf Idx Fd | 288,082 | $5,623,361 | 3.52% |
